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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,019 | $72,269+32.9% | $101,271-5.2% | $79,852+20.2% |
| Participation rate | 67.2% | 68.5%-1.3pp | 75.8%-8.6pp | 69.6%-2.5pp |
| Annual return | 16.37% | 22.29%-5.9pp | 46.48%-30.1pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,889 | $3,282-42.4% | $4,371-56.8% | $3,740-49.5% |
| Admin fee / account holder | $1,650 | $4,401-62.5% | $5,948-72.3% | $5,306-68.9% |